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J.M. Smucker

810 hedge funds and large institutions have $10.3B invested in J.M. Smucker in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 292 increasing their positions, 268 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.72% more ownership

Funds ownership: 80.53%84.25% (+3.7%)

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

9% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 268

0% more funds holding

Funds holding: 809810 (+1)

9% less capital invested

Capital invested by funds: $11.3B → $10.3B (-$1.05B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

47% less call options, than puts

Call options by funds: $111M | Put options by funds: $211M

Holders
810
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
93
Increased
292
Reduced
268
Closed
85
Calls
$111M
Puts
$211M
Net Calls
-$99.5M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
601
Harel Insurance Investments & Financial Services
Israel
$215K
PWM
602
Perigon Wealth Management
California
$215K
RG
603
Rathbones Group
United Kingdom
$215K
IIM
604
Intact Investment Management
Quebec, Canada
$215K +$225K +2,000 New
NFC
605
Northeast Financial Consultants
Connecticut
$214K
CNBT
606
Canandaigua National Bank & Trust
New York
$214K +$10.4K +93 +5%
DBRC
607
D.B. Root & Company
Pennsylvania
$212K +$221K +1,971 New
PFS
608
Physicians Financial Services
North Carolina
$211K +$221K +1,965 New
MWM
609
Mission Wealth Management
California
$210K -$24.8K -221 -10%
ATC
610
Adirondack Trust Company
New York
$207K
TA
611
Tiedemann Advisors
New York
$207K +$216K +1,925 New
Qube Research & Technologies (QRT)
612
Qube Research & Technologies (QRT)
United Kingdom
$207K +$216K +1,928 New
SSWM
613
Smith Salley Wealth Management
North Carolina
$205K +$1.01K +9 +0.5%
FA
614
FMA Advisory
Pennsylvania
$204K +$561 +5 +0.3%
CB
615
Chemical Bank
Michigan
$202K
TRCT
616
Tower Research Capital (TRC)
New York
$202K +$211K +1,877 New
CG
617
Cutler Group
California
$200K +$118K +1,053 +130%
AC
618
Avestar Capital
New York
$199K +$6.29K +56 +3%
IUHSA
619
Itau Unibanco Holding S.A.
Brazil
$194K +$203K +1,805 New
LS
620
Livforsakringsbolaget Skandia
Sweden
$184K
ICM
621
IMS Capital Management
Oregon
$181K +$189K +1,683 New
SMFS
622
Squar Milner Financial Services
California
$160K +$167K +1,484 New
SIA
623
Sit Investment Associates
Minnesota
$159K +$47.7K +425 +40%
Canada Pension Plan Investment Board
624
Canada Pension Plan Investment Board
Ontario, Canada
$158K -$11.1M -98,750 -99%
FHA
625
Flagship Harbor Advisors
Massachusetts
$156K -$33.7K -300 -17%

SJM Hedge Fund Activity: Q2 2018 in Review

810 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2018, worth a combined $10.3B — down 9.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SJM positions and 85 closed out — a net gain of 8 holders — while 292 added to existing stakes and 268 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was PNC Financial Services Group, cutting an estimated $78.5M.

  • 810 institutional investors held J.M. Smucker (SJM) as of Q2 2018, up from 809 in Q1 2018.
  • Funds reported $10.3B of J.M. Smucker stock for Q2 2018, down 9.3% quarter-over-quarter.
  • 93 funds opened new J.M. Smucker positions in Q2 2018 and 85 closed out, a net change of +8 holders.
  • The largest J.M. Smucker buyer in Q2 2018 was Vanguard Group, an estimated $105M added.
  • The largest J.M. Smucker seller in Q2 2018 was PNC Financial Services Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2018.